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DILLON & ASSOCIATES INC
DILLON & ASSOCIATES INC is a renowned financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. With a team of skilled and experienced advisors, DILLON & ASSOCIATES INC offers a wide range of financial solutions to clients from various backgrounds.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans based on individual needs and goals
- Offers a wide range of financial services including investment management, retirement planning, and tax planning
- Utilizes a comprehensive approach to financial planning to ensure the best results for clients
- Advisors stay updated with market trends and changes to provide informed advice
Facts and Insights
DILLON & ASSOCIATES INC has been in the financial industry for over 20 years, serving clients across the country. They have built a strong reputation for excellence and have helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
DILLON & ASSOCIATES INC caters to a diverse range of clients including:
- Individuals
- Families
- Business owners
- High net worth individuals
Fees & Compensation
As a fee-only advisory firm, DILLON & ASSOCIATES INC charges a percentage of the assets under management as the fee. This fee structure aligns the interests of the advisors with those of the clients, ensuring unbiased recommendations.
Background
The founder and lead advisor of DILLON & ASSOCIATES INC, John Dillon, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC), and is dedicated to providing exceptional service to clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or legal actions of their financial advisor. As a registered investment advisor, DILLON & ASSOCIATES INC is required to disclose any such information in their Form ADV, which is available to the public.